Financial Planning Consultant

BFSI Jobs · recruiting for a confidential client

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Listing updated

Pay
₹45,000–80,000 a month
Location
Gwalior, Madhya Pradesh
Work mode
On-site
Job type
Full time
Experience
2–5 yrs
Category
Wealth Management

In hand: about ₹40,500–72,100 a month after PF and income tax (estimate). How it's worked out

We are seeking an experienced Financial Planning Consultant to join our team in Gwalior. You will provide expert financial advice to clients, helping them achieve their financial goals.

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About the role

As a Financial Planning Consultant, you will be responsible for assessing clients' financial needs and creating tailored financial plans. You will work closely with individuals and families to understand their financial aspirations and develop strategies that align with their goals. The role is ideal for someone with a passion for finance and a strong desire to help others succeed financially. Your expertise in investment options, retirement planning, and risk management will be key to your clients' financial well-being.

Our team values collaboration and growth, offering a supportive environment where you can enhance your skills and advance your career. You will have access to continuous training and professional development opportunities, ensuring you stay at the forefront of the wealth management industry.

What you'll do

  • Assess clients' financial needs and goals.
  • Develop customized financial plans.
  • Provide ongoing financial advice and support.
  • Stay updated on financial products and market trends.
  • Build and maintain strong client relationships.

What you'll need

  • Bachelor's degree in finance or related field.
  • 2+ years of experience in financial planning or advisory.
  • Relevant certifications (e.g., CFP) are a plus.

Skills

Strong analytical and problem-solving skills. Excellent communication and interpersonal skills. In-depth knowledge of financial products and services.

Good to have

Experience with financial planning software. Certifications in investment management.

Benefits

  • Competitive salary and performance bonuses.
  • Health and wellness benefits.
  • Professional development opportunities.

Interested in this role?

It takes about two minutes. Free to apply — BFSI Jobs never asks candidates for money.

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Questions about this job

What are the key responsibilities of this role?
You will assess clients' financial situations, develop customized financial plans, and provide ongoing support to help them reach their financial goals.
What qualifications are needed for this position?
A degree in finance, economics, or a related field, along with relevant certifications such as CFP, is preferred.
What is the expected salary range for this role?
The salary range is between INR 45,000 to INR 80,000 per month.
Is there an opportunity for remote work?
This position is primarily onsite to facilitate direct client interactions.
How do I apply for this position?
Click "Apply Now" on this page to apply through BFSI Jobs. BFSI Jobs is recruiting for this role on behalf of a client employer.

Listing last updated

Financial Planning Consultant

₹45,000–80,000 a month

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